Advise members and clients on investments, loans, and insurance while building trusting relationships as a Personal Finance Advisor at Desjardins. French is required.
As a Personal Finance Advisor, you develop lasting business relationships with young people and individual members. You listen to financial needs, recommend appropriate solutions, and help identify strategies supporting financial goals. Your work balances satisfaction, business objectives, profitability, and prudent risk management.
Key Responsibilities:
- Advise members and clients on suitable financial strategies
- Recommend investments, loans, and insurance products
- Manage relationships and assess service quality
- Track satisfaction and identify improvement areas
- Represent the caisse through community outreach activities
Requirements:
- College diploma in a related field
- Minimum two years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Strong interpersonal savvy with members and clients
Use financial expertise, relationship management, and product knowledge to support Desjardins members' goals and sound risk management.
Personal Finance Advisor Investments Loans Insurance in La Tuque employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
